Overview

Why choose Eclipse for Pivotal CRM?

Attracting and retaining customers is what business is all about, and today, you need technology to underpin your strategy. Pivotal CRM provides the tools to help you attract customers, manage your partners and empower your sales and customer service teams.

With tight integration with Microsoft Office Outlook 2007, Pivotal CRM allows users to access corporate portal information and accomplish all their day-to-day tasks (such as calendaring, contact management, and e-mail) without ever having to leave CRM.

Eclipse has been implementing Pivotal solutions in Australia for over 10 years and has a track-record of delivering CRM solutions for the financial services and not-for-profit industries, as well as government departments where complex process flows, secure audit trails and reliable CRM is imperative.

Eclipse Quick Facts - CRM

16 fully-qualified CRM Solution Managers, Consultants, Developers and Support Consultants
112 years of combined CRM experience
Large, local Pivotal CRM reference customer sites across our locations
Skills matrix across:

Case and compliant management
Finance and Insurance
Government
Membership services
Social Media
Sporting associations.

Below: Pivotal CRM 6 Data management dashboard

Pivotal_Contact Mngt_Data Mngt.png

Benefits

Pivotal CRM provides a solution for every corner of your organisation: from sales, marketing and social media requirements, through to customer service, partner management and mobile account management capabilities.

Pivotal CRM can offer your business the following advantages:

Increase user adoption rates by providing a familiar, intuitive Microsoft-like user interface driven by workflow
Improve productivity through seamless integration with Microsoft Outlook, Microsoft SharePoint, and Microsoft Office
Make changes quicker to your CRM platform using Microsoft’s latest OneClick deployment technology
Eliminate knowledge gaps by using Microsoft SharePoint to allow CDC Pivotal CRM data to be shared across the organisation.

Below: Fully integrated social media within Pivotal CRM

Our People & Our Skills in Your Locations

The Eclipse CRM team has over 112 years of combined experience. Our team has implemented over 89 customer sites and has the skills and expertise to ensure your project is a success.

Most importantly, our CRM team can be found in Eclipse offices across Australia - so you have direct access to the right skills for your site.

Our Unique Intellectual Property for Your Project

Eclipse has developed unique intellectual property that delivers industry specific solutions and enhancements built into Pivotal CRM.

Vertical Solutions

Standard, out-of-the-box functionality is combined with new modules and features that extend the Pivotal CRM solution to meet unique industry needs:

Government and Case Management (see CasePoint)

Features

Sales Force Automation

Pivotal Sales is a complete Sales Force Automation (SFA) solution that gives salespeople the tools they need to focus their efforts and maximise their time, while empowering sales managers to effectively oversee and forecast sales.

Social CRM
Account Management
Team Selling
Marketing Alignment
Opportunity Management
Relationship Management
Visual Workflows
Email and Outlook Integration
Analytics and Forecasting
Mobile Sales

Marketing Automation

Marketing Automation is a highly efficient marketing automation and lead management solution that enables you to conduct even the most complex multi-channel campaigns. Foster relationships with the right prospects over time, ultimately cultivating easier sales and satisfied customers.

Core modules for Marketing Automation include:

Campaign Management

Our Campaign Management solutions offer the support you need. With the right tools, you can address tightly segmented audiences, leverage new channels, and streamline the steps required to manage all of your campaigns—including time-devouring, logistics-intensive activities like events.

Demand Generation
Email Marketing
Deliverability
Social Media Marketing
Multi-Channel Marketing
Event Marketing

Lead Management

Marketing Automation solutions help you generate cost-effective leads, score them against your target criteria, and automate time-sensitive actions such as continued nurturing or a data-rich hand off to your sales team.

Lead Capture
Lead Scoring
Lead Assignment

Contact Management

Marketing efforts can generate a wealth of customer information such as buying preferences, relationships to other customers, additional contacts within the organisation and a host of other critical sales intelligence. To maximise the return on your marketing programs, this information must be captured and kept for the sales team to build on.

Segmentation and Profiling
Salesforce Integration

Measurement

Our solutions offer an intuitive workflow that helps you streamline processes and direct resources at the best opportunities. With built-in dashboards and reporting, you can understand what is working and where you need to make adjustments, in order to achieve your desired outcome.

Marketing Resource Management
Dashboards and Reporting

Service Automation

Our service solution is a complete service automation system that helps you capture, manage, and quickly resolve customer service and support requests, without losing sight of up-selling and cross-selling opportunities.

Social CRM
Call Scripting
Customer Portal
Knowledgebase
Visual Workflow
Dashboards and Reporting

Partner Management

Our partner management solutions create a collaborative inter-company framework to exchange knowledge, manage relationships, and synchronise transactions across marketing, sales, and service. It gives your partners the tools and information they need to succeed, while giving your company better visibility into their performance.

Lead Management
Forecasting
Sales Tracking
Order Management
Library Publishing

Social CRM

Social CRM brings the power of the social Web into your business where it’s most relevant and valuable: within your CRM system. Social CRM embeds functionality into your existing CRM system and enables you to use Twitter, LinkedIn, Facebook, and InsideView to find relationships, manage events, find leads, and more—uncovering the practical marketing value of social media channels.

Mobile CRM

Mobile CRM solutions ensure business activities are never delayed because of limited access to critical data. By making CRM available via laptops and mobile devices—including tablet PCs, PDAs, Web-enabled phones, and other wireless tools—you can turn downtime into productive time, which translates into greater effectiveness, new efficiencies, and increased profits.

Technology

Flexibility is the cornerstone of the Pivotal CRM advantage. The Pivotal CRM platform and the applications built upon it are highly flexible, enabling our customers to mold the software to fit how they do business. Extreme architectural flexibility cuts down on the time and cost of customising Pivotal CRM solutions and allows businesses to create the internal processes and external customer experiences that fit their strategy and vision.

A flexible platform built on the: